Page 4 - Tips and Tricks: Grants

Tips and Tricks: Grants

What should my Rate Eff Dt be for F&A?
Your Rate Effective Date should be the date the new F&A Rate begins, generally this will be at the
beginning of the fiscal year that the new Rate becomes effective. This date should not be changed in
the system.

What type of budget is required?
High Level – Direct/F&A is required for OSP; however, if the sponsor requires a detailed budget, this
should be attached to the Proposal.

I can’t Save & Route my Proposal…
Please be sure that you have Previewed the Workflow. Once you Preview the Workflow, the Save &
Route button will become available.

EPEX - Workflow

I need to approve/certify a proposal and can't find it...
There are three ways to certify:

1. Through the email: click on the link to the email. Log into Compass. Go back to the email again and
click on the link. This will take you directly to the proposal. Scroll to the bottom of the first page and
click on the "Certify" button.

2. Through the Worklist: Navigate to the Worklist (in the upper right hand corner of the screen, next to
the Sign Out link). The list of all items pending your approval/certification will be listed below. Click on
the link to the proposal. Once in the proposal, scroll to the bottom of the first page and click on the
"Certify" button.

3. Through EPEX: Navigate to EPEX: Grants>Proposals>Emory Proposal Express. Business Unit = GRANT
enter Proposal ID. Click search. Click on the link to the Proposal ID. Once in the proposal, scroll to the
bottom of the first page and click on the "Certify" button.

*If you don’t have Grants in your navigation or you go to the Proposal via the Worklist or email and
receive a You are not Authorized message, please email PSGrants@emory.edu for assistance as you do
not currently have Grants Access.

Ad Hoc: I approved the proposal and need to ad hoc the next reviewer/approver, but now I can't...
You MUST Ad hoc anyone who should be an approver/reviewer BEFORE you approve the proposal. Once
you approve, you will no longer have the ability to ad hoc. Please contact a current level approver to
complete the ad hoc for you.

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